Diversify Advisory Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Diversify Advisory Services’s Portfolio JMUB Stock Details JMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Buy	+27,931	New	+$1.41M	0.02%	523
2026 Q1	–	Sell	-28,454	Closed	-$1.45M	–	570
2025 Q4	$1.45M	Sell	28,454 -8,472	-23%	-$429K	0.05%	287
2025 Q3	$1.87M	Sell	36,926 -8,229	-18%	-$409K	0.06%	216
2025 Q2	$2.23M	Buy	+45,155	New	+$2.23M	0.09%	172

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Diversify Advisory Services's JMUB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in JPMorgan Municipal ETF (JMUB) in Q2 2026: 27,931 shares worth $1.39M. The stake represents 0.02% of the portfolio and ranks #523 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in JMUB as recently as Q4 2025.

Diversify Advisory Services first reported a position in JMUB in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.23M in Q2 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Diversify Advisory Services held 27,931 shares of JPMorgan Municipal ETF worth $1.39M as of Q2 2026.
JPMorgan Municipal ETF was a new Diversify Advisory Services position in Q2 2026.
JPMorgan Municipal ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #523 holding.
Diversify Advisory Services first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 4 quarters since.
Diversify Advisory Services's JPMorgan Municipal ETF position peaked at $2.23M in Q2 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.